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AdvisorShares MSOS Daily Leveraged ETF — AdvisorShares Dorsey Wright ADR ETF — Investor Presentation (May 2019)
17 slides from AdvisorShares MSOS Daily Leveraged ETF's investor presentation, May 2019
Slide 1: The AdvisorShares Dorsey Wright ADR ETF
The AdvisorShares Dorsey Wright ADR ETF Ticker: AADR www.advisorshares.com 1
Slide 2: Table of Contents
Table of Contents About Dorsey Wright & Associates.............3 The Case for AADR............................11 About Relative Strength………….…...........4 How AADR Fits Within a Portfolio.......12 About ADRs........……….….........................5 Strategy Summary……….………........13 Investment Strategy
Slide 3: About Dorsey Wright
About Dorsey Wright § Dorsey, Wright & Associates (DWA), a Nasdaq Company, is a registered investment advisory firm based in Richmond, Virginia. Over the last thirty years, their research platform, SMA/UMA strategies, indexes, and team of analysts have created more informed, conversations for adviso
Slide 4: About Relative Strength
About Relative Strength § Relative strength measures the price performance of a security versus a market average or universe of equities. A security's relative strength can improve if it rises more than the market in an uptrend, or goes down less than the market in a downtrend. § An important attrib
Slide 5: About ADRs
About ADRs § An American depositary receipt (ADR) is a negotiable U.S. security that generally represents an international company’s publicly traded equity or debt. Depositary receipts are created when a broker purchases a non-U.S. company’s shares on its home stock market and delivers the shares to
Slide 6: Investment Strategy Overview
Investment Strategy Overview § AADR is an actively managed ETF that seeks long-term capital appreciation using a technical, systematically-driven investment approach that seeks to outperform international benchmarks such as the MSCI EAFE Index and the BNY Mellon Classic ADR Index § Follows DWA’s cor
Slide 7: Investment Process
Investment Process § In managing AADR’s portfolio, DWA begins with an investment universe of domestically-traded American depositary receipts (ADRs) of international companies domiciled in both developed markets and emerging markets § From that investment universe, the portfolio manager employs the
Slide 8: Drivers for Security Selection
Drivers for Security Selection Core philosophy of relative strength investing drives security Relative selection – identifying ADRs that have appreciated in price Strength more than other securities within its investment universe Proposes the weight across DWA’s proprietary Sector macroeconomic sect
Slide 9: Portfolio Construction
Portfolio Construction DWA’s Investment Universe of >2000 Portfolio Holdings Proprietary ADRs of companies located in (typically <40 Securities) Systematic more than 70 countries Process Securities carry at least a 2% weighting when initially added to the portfolio; individual weightings then determ
Slide 10: Risk Management
Risk Management Certain factors may cause the portfolio manager to reduce exposure or remove a specific holding, which includes: Portfolio monitored daily A total portfolio review occurs weekly Stops are in place based on DWA’s proprietary relative strength rankings to remove individual securities E
Slide 11: The Case for AADR
The Case for AADR Employs DWA’s technical, systematic AADR’s unconstrained approach process with an alpha component can make the allocation decision – using a time-tested trend following for you – its systematic process methodology that harnesses determines whether to invest in momentum and drives r
Slide 12: How AADR Fits Within a Portfolio
How AADR Fits Within a Portfolio § As a alpha-seeking complement to a broad-based market cap weighted position, such as a fund that tracks the MSCI EAFE Index. § AADR can serve as a core, standalone investment solution for international equity exposure. www.advisorshares.com 12 Next slide: Strategy
Slide 13: Strategy Summary
Strategy Summary § Actively managed ETF that employs a technical, systematically-driven investment process designed to harness momentum that seeks to outperform international benchmarks such as the MSCI EAFE Index and the BNY Mellon Classic ADR Index. § DWA’s renowned trend following model and time-
Slide 14: Benefits of the Active ETF Structure
Benefits of the Active ETF Structure § Full Transparency – Investors can view all the underlying holdings of this active ETF on a daily basis. § Intraday Liquidity – This active ETF can be bought and sold like a stock during market trading day. Also, volume does not equal liquidity. This ETF’s liqui
Slide 15: About AdvisorShares
About AdvisorShares § AdvisorShares is a leading provider of actively managed exchange-traded funds (ETFs) with approximately $1.1 billion in assets under management. § AdvisorShares became among the first firms to bring actively managed ETFs to market, delivering numerous “industry firsts,” and rem
Slide 16: Contact Us
Contact Us AdvisorShares 4800 Montgomery Lane Suite 150 Bethesda, MD 20814 www.advisorshares.com You May Reach an AdvisorShares Investment Consultant by Calling: 1-877-843-3831 Follow AdvisorShares on Twitter ’Like' Us on Facebook Get active ETF insights at AlphaBaskets.com www.advisorshares.com 16
Slide 17: Disclosure
Disclosure There is no guarantee that the Fund will achieve its investment objective. An investment in the Fund is subject to risk, including the possible loss of principal amount invested. Emerging Markets, which consist of countries or markets with low to middle income economics can be subject to
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